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Financial Services

At Tarantino Insurance Agency, we understand the importance of having an integrated approach to both managing risk and planning for your financial future.   Daniel Sullivan, CFP, a Registered Representative of The Investment Center, Inc., can help provide you convenient access to a wide array of comprehensive, personal & business insurance and financial services solutions. 

Dan’s focus is on helping families, closely held businesses, owners and executives to address their unique financial needs and lifestyle goals.

The Investment Center, Inc. works behind the scenes to provide back-office support and service regarding the technical and regulatory requirements of handling client accounts. The Investment Center, Inc. is a member of both the Financial Industry Regulatory Authority (FINRA) and Securities Investor Protection Corporation (SIPC).

Take advantage of the many ways The Investment Center can help you by calling Daniel Sullivan, CFP® or to schedule a complimentary no-obligation review of your current financial situation, retirement savings, investment portfolio, or your life, long-term care, disability insurance, or employee benefits needs. 

PERSONAL INSURANCE*

INVESTMENT PROGRAMS

  • Term Insurance
  • Family & Income Protection
  • Long-Term Care Insurance
  • Disability Insurance
  • Insurance Program Review

 

  • Investment Portfolio Review
  • College Funding Strategies
  • Mutual Funds
  • Annuities
  • Wealth Management

 

RETIREMENT SOLUTIONS

BUSINESSES SOLUTIONS

  • Retirement Readiness Review
  • 401(k) / IRA / Pension Rollovers
  • Retirement Planning Strategies
  • IRAs/ Roth IRA's / SEP
  • Retirement Portfolio Review

 

  • Employee Benefits*
  • Key Person Insurance*
  • Executive Compensation
  • Business Succession*
  • 401(k) / SEP / Simple Plans

 

All Securities offered through The Investment Center, Inc., Member FINRA / SIPC The Investment Center, Inc. and IC Advisory Services, Inc. are not affiliated with Tarantino Insurance. Each is responsible for their respective lines of business.

The information contained is for general use and it is not intended to cover all aspects of a particular matter. Neither the information presented nor any opinion expressed constitutes a representation by us or a solicitation of the purchase or sale of any securities. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any federal tax penalties. Entities or persons distributing this information are not authorized to give tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.

*Insurance Products offered through Daniel J. Sullivan, CFP®, MA Lic #384564 as a direct agent of those insurance companies. Such services are not affiliated with The Investment Center, Inc. and IC Advisory Services, Inc. 1090 R MASSACHUSETTS AVENUE, ARLINGTON, MA 02476. 781-316-0086.


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    Contact Us

    M F and T North America, LLC
    1090 Massachusetts Ave.
    Arlington, MA 02476

     Toll Free: (877) 206-0183
     Telephone: (781) 648-5520
     Fax: (781) 641-0085

    Hours of Operations:
    Monday-Friday 8:00-4:30
    Saturday & Sunday by appointment

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    © M F and T North America, LLC 2012 

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